Samantha Callands
Phoenix,AZ
Summary
Dynamic professional with a proven track record at JP Morgan Chase, enhancing client satisfaction through expert communication and advanced multitasking. Excelled in relationship management and client acquisition, significantly contributing to team success. Skilled in navigating complex financial services, demonstrating a keen ability to deliver solutions and manage multiple priorities efficiently.
Overview
5
5
years of professional experience
Work History
Private Client Specialist
JP Morgan Chase
11.2023 - Current
- I'm an account supervisor for private client, I assist customers for general services and also escalate certain situations that need more assistance
- With being private client I'm also a Consumer online tech support specialist, I make sure to notate accounts email private bankers when needed to as well
DC Coach
JP Morgan Chase
02.2024 - 03.2024
- I will be starting Development Center as a coach for the first time, I’ll be assisting the new hires on calls, so they can have a smooth and easy experience with taking calls
Cross-skill Specialist II
JP Morgan Chase
06.2022 - 11.2023
- I now work on credit card calls while working on retail accounts as well
- Credit card have more services to offer such as Balance transfers, promotional offers reward redemptions etc, so a lot more navigation and explanation but still maintaining the calls short and sweet
Account Specialist 1
JP Morgan Chase
08.2021 - 06.2022
- Take customer service calls, assist customers on their everyday needs, during this time I managed to work on my skills such as multitasking and active listening, providing solutions while keeping the calls short and simple
Discover Financial Services
12.2019 - 04.2021
- Company Overview: Work from home
- I handle inbound and outbound calls, I work with customers whether to collect a payment, help them by providing programs available in order to prevent their accounts from closing
- Work from home
Education
Insurance courses
Xcel Solutions
05.2021
Diploma -
AAEC South Mountain High School
Phoenix, AZ05.2016
Skills
- Expert Communication skills
- Advanced Multitasking
- Computers Expert
- Solutions Expert
- Client acquisition
- Relationship Management
Phone - Number
4802013492
Accomplishments
- Achieved customer satisfaction by providing thoroughness and consistency with accuracy and efficiency.
- Coached a team of 24 new hire colleagues.
- Collaborated with team of 16 colleagues in the development of confluence.
Timeline
DC Coach
JP Morgan Chase
02.2024 - 03.2024
Private Client Specialist
JP Morgan Chase
11.2023 - Current
Cross-skill Specialist II
JP Morgan Chase
06.2022 - 11.2023
Account Specialist 1
JP Morgan Chase
08.2021 - 06.2022
Discover Financial Services
12.2019 - 04.2021
Diploma -
AAEC South Mountain High School
Insurance courses
Xcel Solutions
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